Tax Optimizer

Instructions

Use the Tax Optimizer page to change the default tax lot-matching method for your account. To do so, you may take the steps outlined below.

  1. Click Performance & Reports > Tax Documents.

    • Alternatively, click Menu in the top left corner > Reporting > Tax Documents

  2. In the Tax Optimizer panel, select the drop down menu to change the default Account Match Method.

    Image of the tax optimizer widget in portal.

  3. Press Save Changes.

Note: If you log out of Portal while the Tax Optimizer is open, you will not be able to save your changes in the Tax Optimizer.

 

Additional Resources

Learn About Reporting in Broker Portal at IBKR Campus

Visit the IBKR Broker Portal Website

View the Tax Reporting IBKR Page

View the Tax Optimizer User Guide

Navigate to the Tax Optimizer